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Viatris

1,043 hedge funds and large institutions have $12.7B invested in Viatris in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 288 increasing their positions, 537 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% less capital invested

Capital invested by funds: $12.9B → $12.7B (-$261M)

3.29% less ownership

Funds ownership: 76.83%73.55% (-3.3%)

6% less funds holding

Funds holding: 1,1151,043 (-72)

41% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 154

42% less call options, than puts

Call options by funds: $130M | Put options by funds: $223M

46% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 537

Holders
1,043
Holders Change
-72
Holders Change %
-6.46%
% of All Funds
18.15%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
91
Increased
288
Reduced
537
Closed
154
Calls
$130M
Puts
$223M
Net Calls
-$93.2M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
626
Karpas Strategies
Connecticut
$165K -$21K -1,449 -11%
BMO
627
Beck Mack & Oliver
New York
$165K +$130 +9 +0.1%
MP
628
McDonald Partners
Ohio
$163K +$165K +11,420 New
MAG
629
MRA Advisory Group
New Jersey
$162K
HIM
630
Hotaling Investment Management
Pennsylvania
$162K +$164K +11,316 New
DMBA
631
Deseret Mutual Benefit Administrators
Utah
$162K +$164K +11,350 New
PCM
632
Parsons Capital Management
Rhode Island
$161K -$188K -12,973 -53%
HSA
633
HBK Sorce Advisory
Pennsylvania
$161K +$15.8K +1,090 +11%
BFA
634
Brendel Financial Advisors
New Hampshire
$160K -$709 -49 -0.4%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$160K
FMBTD
636
First Midwest Bank Trust Division
Illinois
$158K -$25K -1,728 -14%
DBT
637
Dubuque Bank & Trust
Iowa
$158K -$1.59K -110 -1%
KIA
638
KCM Investment Advisors
California
$157K -$30.5K -2,107 -16%
CB
639
Community Bank
New York
$156K -$99.1K -6,851 -39%
SFO
640
Stokes Family Office
Louisiana
$156K -$5.95K -411 -4%
TAM
641
Trust Asset Management
Texas
$155K +$157K +10,877 New
LA
642
LVW Advisors
New York
$154K +$10.5K +727 +7%
SPC
643
Sigma Planning Corp
Michigan
$152K -$44.2K -3,052 -22%
HB
644
Homrich & Berg
Georgia
$152K +$154K +10,622 New
SP
645
Symmetry Partners
Connecticut
$152K +$154K +10,665 New
MIM
646
Marco Investment Management
Georgia
$151K -$64K -4,421 -29%
FWCM
647
Ferguson Wellman Capital Management
Oregon
$151K -$13.5K -933 -8%
SC
648
Savant Capital
Illinois
$151K -$5.57K -385 -4%
PCM
649
Perkins Capital Management
Minnesota
$151K
BP
650
Ballentine Partners
Massachusetts
$151K +$3.11K +215 +2%

VTRS Hedge Fund Activity: Q2 2021 in Review

1,043 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2021, worth a combined $12.7B — down 2% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of VTRS and 91 opened new positions — a net loss of 63 holders — while 537 trimmed existing stakes and 288 added.

The largest buyer was Bank of New York Mellon, adding an estimated $69.4M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $160M sold.

  • 1,043 institutional investors held Viatris (VTRS) as of Q2 2021, down from 1,115 in Q1 2021.
  • Funds reported $12.7B of Viatris stock for Q2 2021, down 2% quarter-over-quarter.
  • 91 funds opened new Viatris positions in Q2 2021 and 154 closed out, a net change of -63 holders.
  • The largest Viatris buyer in Q2 2021 was Bank of New York Mellon, an estimated $69.4M added.
  • The largest Viatris seller in Q2 2021 was Pzena Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2021.